ducovest

ZUE:CA:TSX-BMO S&P 500 Hedged to CAD Index ETF (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 82.85

Change

+0.02 (+0.02)%

Market Cap

CAD 1.09B

Volume

8.03K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

"The investment seeks to replicate, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index, net of expenses. The fund will invest in and hold the Constituent Securities of the S&P 500 Hedged to Canadian Dollars Index in the same proportion as they are reflected in the S&P 500 Hedged to Canadian Dollars Index or securities intended to replicate the performance of the Index. The index is a float-adjusted market capitalization weighted index that incorporates securities of 500 of the largest U.S. public issuers, representing all major industries, hedged to Canadian dollars, and provides a more diversified exposure that is more representative of the U.S. equity market."

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 29/05/2009

Primary Benchmark: S&P 500 TR Hdg CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.09 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
BZSPF BZSPF 100.06 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-11 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-0.31 (-0.21%)

 CAD 19.45B
ZSP:CA BMO S&P 500 0.09 %

-0.20 (-0.22%)

 CAD 17.43B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

-0.12 (-0.19%)

 CAD 11.50B
VUN:CA Vanguard US Total Market 0.16 %

-0.30 (-0.27%)

 CAD 10.60B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-0.07 (-0.13%)

 CAD 8.06B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

-0.17 (-0.20%)

 CAD 4.42B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

-0.23 (-0.24%)

 CAD 3.75B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

-0.32 (-0.13%)

 CAD 3.37B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

-0.17 (-0.27%)

 CAD 3.30B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

-0.09 (-0.17%)

 CAD 3.21B

ETFs Containing ZUE:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.79% 48% F 77% C+
Dividend Return 0.95% 45% F 13% F
Total Return 25.74% 47% F 74% C
Trailing 12 Months  
Capital Gain 34.24% 52% F 76% C+
Dividend Return 1.38% 50% F 13% F
Total Return 35.61% 53% F 74% C
Trailing 5 Years  
Capital Gain 81.05% 52% F 81% B-
Dividend Return 8.87% 52% F 17% F
Total Return 89.93% 57% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.52% 66% D+ 78% C+
Dividend Return 14.47% 60% D- 75% C
Total Return 0.95% 31% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 18.33% 16% F 48% F
Risk Adjusted Return 78.95% 40% F 88% B+
Market Capitalization 1.09B 80% B- 80% B-

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.